WBI Investments’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,995
| Closed | -$1.17M | – | 331 |
|
|
2025
Q1 | $1.17M | Sell |
12,995
-4,151
| -24% | -$374K | 0.31% | 92 |
|
|
2024
Q4 | $1.96M | Sell |
17,146
-35,692
| -68% | -$4.09M | 0.49% | 60 |
|
|
2024
Q3 | $5.65M | Buy |
52,838
+23,584
| +81% | +$2.52M | 1.36% | 9 |
|
|
2024
Q2 | $2.99M | Buy |
+29,254
| New | +$2.99M | 0.72% | 38 |
|
|
2023
Q2 | – | Sell |
-20,465
| Closed | -$2.7M | – | 233 |
|
|
2023
Q1 | $2.7M | Buy |
20,465
+10,846
| +113% | +$1.43M | 0.54% | 45 |
|
|
2022
Q4 | $1.36M | Buy |
9,619
+2,877
| +43% | +$407K | 0.29% | 82 |
|
|
2022
Q3 | $908K | Buy |
6,742
+4,784
| +244% | +$644K | 0.26% | 58 |
|
|
2022
Q2 | $303K | Buy |
+1,958
| New | +$303K | 0.07% | 104 |
|
|
2021
Q2 | – | Sell |
-3,999
| Closed | -$881K | – | 249 |
|
|
2021
Q1 | $881K | Sell |
3,999
-201
| -5% | -$44.3K | 0.14% | 108 |
|
|
2020
Q4 | $758K | Buy |
+4,200
| New | +$758K | 0.11% | 109 |
|
|
2019
Q2 | – | Sell |
-10,449
| Closed | -$1.39M | – | 303 |
|
|
2019
Q1 | $1.39M | Buy |
+10,449
| New | +$1.39M | 0.11% | 141 |
|
|
2017
Q1 | – | Sell |
-41,836
| Closed | -$7.6M | – | 381 |
|
|
2016
Q4 | $7.6M | Buy |
+41,836
| New | +$7.6M | 0.33% | 62 |
|